See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,594 | $148,534+117.2% | $135,903+137.4% | $139,434+131.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.90% | 79.19%-53.3pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $18,381 | $5,243+250.6% | $4,856+278.5% | $4,751+286.9% |
| Participant deferral / active EE | $6,818 | $8,100-15.8% | $7,758-12.1% | $6,710+1.6% |
| Admin fee / account holder | $3,720 | $12,400-70.0% | $10,762-65.4% | $11,403-67.4% |